Showing Attachments on Salesforce Records

If you’ve recently started using Salesforce.com or have not used the Notes & Attachments feature of the platform, you might not immediately see the documents that are created by WebMerge.

To see all attachments on a record, ensure that the Notes & Attachments related list is added to each of your page layouts. Pull up a record for an object. Click on Customize Page in the upper right.

 

 

Make sure that Notes & Attachments is listed under Selected List and click Save.

 

 

You will now need to add the Related List to the Page Layout. Click on Edit Layout in the upper right menu.

 

 

 

Click on the Related Lists section and drag the Notes & Attachments Related List into the Page Layout if it is not already there.

 

 

Save the Page Layout.

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2 Comments

  • Avatar
    Steven Cocchiarella

    Can we send attachments to files instead of notes & attachments?

  • Avatar
    Jeremy Clarke

    Hi Steven,

    Yes, under your Mapping settings, there's an option to save the documents in Files instead of Attachments.

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